McDonald & Mannion

Estate Planning and Trusts At McDonald & Mannion, we understand that every family is different and has unique goals. We work closely with each of our clients to develop and implement the best combination of a will, trusts, and other estate planning documents (such as powers of attorney and advance health care directives) that will minimize tax liability and ensure their estate is distributed according to their wishes.

Thank you Discovery Bay and the Delta

DO YOU HAVE A WILL? Even if you have not written a will, the State of California has done it for you! It may not be what you want. Call Brian if you want to change California’s will to the one you want for you.

In light of the new tax laws in effect January 2018, it may be time to simplify your trust. Schedule an appointment today! Email inquiries to [email protected]